Sotera Health Co (SHC): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Sotera Health Co (SHC) following the 2026 Q1 hedge fund 13F filings?

As of today, SHC has moved +6.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), SHC gained +12.9% vs +4.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Sotera Health Co (SHC)

291 + Investors. Track Smart Money conviction in SHC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SHC

Based on 291 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added SHC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

291 hedge funds hold SHC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +41% more funds vs a year ago

fund count last 6Q

+85 new funds entered over the past year (+41% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 66% buying

201 buying102 selling

Last quarter: 201 funds were net buyers (56 opened a brand new position + 145 added to an existing one). Only 102 were sellers (58 trimmed + 44 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 48 → 46 → 81 → 56. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 25% medium ■ 30% new

133 out of 291 hedge funds have held SHC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares -1%, value -24%

Value

-23%

-1%

Last quarter: funds added -1% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

28 → 48 → 46 → 81 → 56 new funds/Q

New funds entering each quarter: 48 → 46 → 81 → 56. A growing number of institutions are discovering SHC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 14% 1-2yr ■ 32% new

Of 293 current holders: 158 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds

46 of 291 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	291	279	4.3%
13F Shares	255M	258M	-1.38%
Total Value	$3.54B	$4.63B	-23.56%
New Positions	56	81	-25
Increased Positions	144	140	+4
Closed Positions	44	38	+6
Reduced Positions	58	38	+20
Total Calls	0	1	-100.0%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

291

279

4.3%

13F Shares

255M

258M

-1.38%

Total Value

$3.54B

$4.63B

-23.56%

New Positions

-25

Increased Positions

144

140

Closed Positions

Reduced Positions

+20

Total Calls

-100.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q1)

291 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHC. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SHC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Warburg Pincus LLC	79.76%	19,102,952	$273.9M
2	Inherent Management Corp.	12.10%	1,660,128	$23.8M
3	Ananym Capital Management, LP	9.56%	1,747,366	$25.1M
4	Darsana Capital Partners LP	7.94%	26,000,000	$372.8M
5	Sessa Capital IM, L.P.	6.00%	23,050,000	$330.5M
6	Gtcr LLC	4.83%	12,735,301	$182.6M
7	Gem Investment Advisors, LLC	4.61%	327,015	$4.7M
8	Irenic Capital Management LP	4.07%	4,359,348	$62.5M
9	Sachem Head Capital Management LP	4.02%	11,645,000	$167.0M
10	Broyhill Asset Management, LLC	3.73%	281,531	$4.0M
11	Lakewood Capital Management, LP	3.72%	4,104,581	$58.9M
12	Voss Capital, LP	3.71%	4,871,270	$69.9M
13	Kerrisdale Advisers, LLC	3.32%	607,689	$8.7M
14	ION Fund Management Ltd	2.42%	1,193,390	$17.1M
15	Onex Canada Asset Management Inc.	1.71%	715,161	$10.3M
16	Two Seas Capital LP	1.21%	6,023,371	$86.4M
17	Bronte Capital Management Pty Ltd.	1.20%	843,710	$12.1M
18	DME Capital Management, LP	0.93%	2,065,680	$29.6M
19	Militia Capital Management LLC	0.88%	270,397	$3.9M
20	AYAL Capital Advisors Ltd	0.70%	180,000	$2.6M
21	ABS Direct Equity Fund LLC	0.55%	50,000	$717K
22	Phocas Financial Corp.	0.49%	216,635	$3.1M
23	Index Technologies Group LLC	0.36%	22,746	$326K
24	Nexpoint Asset Management, L.P.	0.30%	315,479	$4.5M
25	Balefire, LLC	0.28%	102,934	$1.5M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Sotera Health Co (SHC)

What does the Smart Money Trend signal show for SHC?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SHC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SHC?

More buyers than sellers — 66% buying: Last quarter: 201 funds were net buyers (56 opened a brand new position + 145 added to an existing one). Only 102 were sellers (58 trimmed + 44 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SHC holders?

Strong quality — 23% AUM from major funds: 46 of 291 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SHC?

46% of holders stayed for 2+ years: 133 out of 291 hedge funds have held SHC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Sotera Health Co (SHC) following the 2026 Q1 hedge fund 13F filings?

As of today, SHC has moved +6.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), SHC has gained +12.9% vs +4.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Sotera Health Co (SHC)

Smart Money Signals — SHC

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +41% more funds vs a year ago

More buyers than sellers — 66% buying

Fewer new buyers each quarter (-25 vs last Q)

46% of holders stayed for 2+ years

Buying through price weakness — shares -1%, value -24%

Growing discovery — still being found

Deep conviction — 54% of holders stayed 2+ years

Strong quality — 23% AUM from major funds

Institutional Sentiment Summary — SHC

Hedge Fund Ownership: SHC

Market Analysis: SHC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SHC

Is It Too Late to Buy Sotera Health Co (SHC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SHC

Statistics: SHC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Sotera Health Co (SHC)

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